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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$504K +$878K +91,168 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$482K +$330K +34,258 +230%
IA
28
IFP Advisors
Florida
$477K +$451K +46,880 +2,819%
CWM
29
Calamos Wealth Management
Illinois
$468K +$6.27K +651 +1%
Citigroup
30
Citigroup
New York
$448K -$138K -14,353 -24%
CA
31
Cetera Advisors
Colorado
$435K +$35.4K +3,681 +9%
AG
32
Advisor Group
Arizona
$427K +$419K +43,563 New
Stifel Financial
33
Stifel Financial
Missouri
$411K -$80.6K -8,367 -17%
RJA
34
Raymond James & Associates
Florida
$363K -$171K -17,731 -32%
CCP
35
Clough Capital Partners
Massachusetts
$342K -$330K -34,300 -50%
FNT
36
First Nebraska Trust
Nebraska
$336K +$16.9K +1,755 +5%
UCFA
37
United Capital Financial Advisors
Texas
$306K -$2.89K -300 -1%
GWM
38
Geneos Wealth Management
Colorado
$299K -$5.2K -540 -2%
MFS
39
MSI Financial Services
Massachusetts
$296K -$159K -16,517 -35%
KC
40
Kingfisher Capital
North Carolina
$281K -$19.1K -1,987 -7%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$278K +$828 +86 +0.3%
WKWM
42
Walter & Keenan Wealth Management
Indiana
$275K
CRC
43
Curi RMB Capital
Illinois
$274K +$268K +27,848 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$256K -$30.4K -3,156 -11%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$244K +$23.3K +2,415 +11%
CIA
46
Capital Investment Advisors
Georgia
$231K +$64.5K +6,700 +40%
CWM
47
Concert Wealth Management
California
$231K +$81.2K +8,429 +56%
HCM
48
Hollencrest Capital Management
California
$218K
MCM
49
Maryland Capital Management
Maryland
$213K
PFPT
50
Pinnacle Financial Partners (Tennessee)
Tennessee
$211K